Process index · third axis
Project delivery
↗ Process on www.teamspace.de/prozesse/Start here · process guide
Project delivery in teamspace
Deliver projects reliably and profitably – not through software, but in layers: from goal and core question through measurable metrics to modelling in the tool. With maturity levels, a stocktake and the recommended path through teamspace.
Read the guide →
Key figures & metrics
Key figures for project delivery
The most important project-delivery metrics along the three guiding disciplines margin, early warning and resources – what they say and whether and how teamspace delivers them.
The key steps
The recommended path through the process – step by step.
- 1
Project from the order
Create, adjust and move projects
The five ways to create a project – from an order, from a template, by copying, by converting or empty by hand – and how to adjust and move projects later.
- 2
Structure & plan
Plan and structure projects
Create subprojects, work packages, phases and milestones, plan effort and dependencies, and set the schedule in the Gantt chart.
- 3
Schedule capacity
Maintain the resource schedule
Distribute hours across days: by click, by record or by assistant, lock and move slots, read utilisation and totals.
- 4
Book time
Book project times
Book working time against projects and tasks – manually, by stopwatch or as a draft, including categories, areas and a description.
- 5
Steer & correct
Run projects: status, progress, time
In day-to-day project operation, set the status, maintain progress, book time the right way and steer in good time with warnings and alarms.
- 6
Analyse & close
Analyse projects
Where to find which project figures: contribution margin and planned/actual on a single project, activity and effort analysis, multi-project views – and when the Controlling module takes over.
All articles for this process (62)
Understand
-
Boards – introduction
What boards are in teamspace, when they pay off and how pin board, Kanban and Scrum fit together.
-
File management – introduction
Where your files live in teamspace, what every file carries with it (versions, permissions, links) and how they get into the system.
-
Capacity – introduction
What capacities are in teamspace, where to find them and how master data, team and resource schedule work together.
-
Open items – introduction
What open items are in teamspace, which five types there are, where they live and when they are the right tool.
-
Project management – an introduction
What project management in teamspace does for you, when simple order handling is enough and when the full PM toolset pays off – plus the five building blocks of a project.
-
Time tracking – introduction
What time tracking in teamspace does, how attendance time and project time work together and what you need it for.
-
Project roles, protection classes & clerk rights
Alongside group rights, permissions also apply directly to individual objects: project roles per project, protection classes on sensitive elements and file classes – plus clerk rights as a deliberate loophole.
-
A board's detail manager
The tabs in a board's detail manager – from master data through wiki, forum and files to permissions and versions.
-
Types of boards: pin board, Kanban, Scrum
The three board types in teamspace, their default statuses and when each one fits – plus the personal pin board.
-
Agile working with Kanban & Scrum
When Kanban pays off and when Scrum does, what both methods deliver and how teamspace supports agile working in the team.
-
Project controlling methods
The mental model behind the figures: planned/actual comparison, earned value analysis, the traffic-light method, milestone trend analysis and contribution margin – and how teamspace implements them.
-
The detail manager of a file
Layout and tabs of the file detail manager: properties, versions, external links, alarms, permissions and history – plus the directory detail manager.
-
How projects and orders work together
How the order creates work packages in the project, at which hourly rate times flow back, and when the order may bill.
-
Understanding capacity planning
Strategic and operational planning, rough and fine planning and the three-step approach – the conceptual framework behind capacity planning.
-
Analyse projects
Where to find which project figures: contribution margin and planned/actual on a single project, activity and effort analysis, multi-project views – and when the Controlling module takes over.
-
The tools of project management
The toolbox at a glance: structure, planning and control, consumption and supporting elements – and the rule of thumb for when to use which tool.
How-tos
-
Bring tasks & elements from other modules onto a board
Transfer tickets, work packages, contacts and more onto a board by drag & drop or automatically, and keep working with them there.
Modules: Teamwork, Service Desk, CRM, Projektmanagement
-
Create and set up a board
Create a new board, maintain its master data and set up columns, rows and the card view to suit your needs.
Modules: Teamwork
-
Use your personal pin board
Pin small but important tasks to your personal pin board, prioritise them and always keep them in view.
Modules: Teamwork
-
Project reports
leadProject times, Project time analysis and Project analysis – what has been worked on in projects and how they stand financially.
Modules: Projektmanagement, Zeiterfassung
-
Connect the file directory via WebDAV
Connect the teamspace file directory as a network drive in Explorer or Finder, and create and delete a device password for it.
Modules: Teamwork
-
Control access to files
The four permission modes for files and directories – Unrestricted, Restricted, Inherited and Inherited from element – and when to use which.
Modules: Teamwork
-
Edit and lock files online
Edit Office and other files straight from teamspace, save the new version back automatically and lock files while editing.
Modules: Teamwork
-
Manage versions
How teamspace versions files automatically, how you reach old versions, restore or delete them – and how this works for documents.
Modules: Teamwork
-
Share files with external people (external links)
Share files and directories via public links with customers and partners – with a QR code, an optional login requirement, an expiry date and an upload right.
Modules: Teamwork
-
Upload files
Upload files into the file manager via drag & drop, via a photo from the webcam or via WebDAV.
Modules: Teamwork
-
Working in the file manager: directories, links, documents
The layout of the file manager, navigation, creating subdirectories and links, and producing new documents from templates.
Modules: Teamwork
-
From quote to invoice – the full run-through
leadThe complete run-through in teamspace: create and send a quote, generate an order, create a project, book time and bill via e-invoice.
Modules: Rechnungssoftware, Projektmanagement, Zeiterfassung
-
Analyse capacities
The global reports Capacity planning, My capacity planning and Employee overview, plus the Capacity analysis tab of an individual capacity.
Modules: Projektmanagement
-
Create and set up a capacity
Create a new capacity, maintain the master data and target project, and staff the team with time budgets and permissions.
Modules: Projektmanagement
-
Maintain the resource schedule
Distribute hours across days: by click, by record or by assistant, lock and move slots, read utilisation and totals.
Modules: Projektmanagement
-
Work with the scheduling assistant
The scheduling assistant in six actions: create, delete, lock, adjust, move and correct – with team and time filters.
Modules: Projektmanagement
-
My open items: create and work through
Create open items, set type and priority, understand the colour and done logic, and work with quick filters and views.
Modules: Teamwork
-
Open items in projects & on the work package
Attach open items as a checklist to work packages, maintain them in the structure and detail manager, filter, book times and convert them into a work package.
Modules: Teamwork, Projektmanagement
-
Open-items lists
Bundle open items into lists by topic, share them via a distribution list, work them through, create minutes for a given date and archive lists.
Modules: Teamwork
-
The task manager
The cross-module control centre: gather tasks from all of teamspace, create new ones, work through them as a mini-board, book times and use the personal pin board.
Modules: Teamwork
-
Tidy up and archive projects
Archive completed projects to keep your lists tidy – plus the status types and workflows behind it and how to bring projects back out.
Modules: Projektmanagement
-
Assign people – who does what?
Assign staff and groups via project roles, distribute time budgets and keep an overview with deployment planning, utilisation and dynamic resource planning (DRP).
Modules: Projektmanagement
-
Create, adjust and move projects
The five ways to create a project – from an order, from a template, by copying, by converting or empty by hand – and how to adjust and move projects later.
Modules: Projektmanagement, Rechnungssoftware
-
Files in project management
Store and edit files right on the project: directories, version control, synchronised vs. own directories, Office in the browser, templates and permissions.
Modules: Projektmanagement
-
Plan and structure projects
Create subprojects, work packages, phases and milestones, plan effort and dependencies, and set the schedule in the Gantt chart.
Modules: Projektmanagement
-
Run projects: status, progress, time
In day-to-day project operation, set the status, maintain progress, book time the right way and steer in good time with warnings and alarms.
Modules: Projektmanagement, Zeiterfassung
-
Minutes & status reports with teamspace elements
Create project minutes and status reports from templates and embed real teamspace elements such as open items and work packages instead of typing them out.
Modules: Qualitätsmanagement, Teamwork
-
Activity report and timesheets
Output recorded project times as evidence: the automatic activity report attached to the invoice and the timesheet with an approval workflow.
Modules: Zeiterfassung
-
Book project times
Book working time against projects and tasks – manually, by stopwatch or as a draft, including categories, areas and a description.
Modules: Zeiterfassung
-
Booking time via a reference day
Book a typical working day once and transfer it proportionally to other days – the fastest way for uniform weeks.
Modules: Zeiterfassung
-
Time matrix: book whole weeks
Use the time matrix to book several projects and days at once – faster, via booking templates and a weekly view.
Modules: Zeiterfassung
Set up & manage
-
Board permissions & collaboration
Set the access rights for a board, distinguish the owner from access and work on the same board together as a distributed team.
-
Configuring board and wiki pages
Board pages and wiki pages are the same element in teamspace. Permissions and configuration control which areas are visible – per page board, wiki or both.
-
Set up the warning system
Configure warning mechanisms for capacities: thresholds for deviations between time budget, resource schedule and booked times, check status and check report.
-
Configure open items
Administration of open items: enable categories and an internal comment field, define colour markers and the priority display, and activate open items per project.
-
Assign project numbers automatically
Set up naming rules per project type: composition from abbreviation, year, customer code and counter – classic and new notation, editability and behaviour on deletion.
-
Set up project types and directories
Order in your project portfolio: create project types as a mandatory field with statistics, workflow and preconditions, and activate and use the Project directories submodule.